AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$888K
3
+$806K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$679K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$616K

Top Sells

1
+$1.51M
2
+$763K
3
+$622K
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$581K
5
HD icon
Home Depot
HD
+$257K

Sector Composition

1 Technology 7.46%
2 Consumer Staples 4.16%
3 Healthcare 2.55%
4 Consumer Discretionary 1.98%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$22.8K 0.01%
355
327
$22.8K 0.01%
+271
328
$22K 0.01%
195
-9
329
$22K 0.01%
1,150
+650
330
$21.9K 0.01%
227
331
$21.8K 0.01%
316
332
$21.8K 0.01%
816
333
$20.4K 0.01%
317
334
$19.9K 0.01%
220
-24
335
$19.9K 0.01%
266
336
$19.4K 0.01%
76
337
$19.2K 0.01%
160
338
$19.2K 0.01%
178
339
$19K 0.01%
2,552
+44
340
$18.4K 0.01%
390
341
$17.8K 0.01%
1,829
-2,068
342
$17.8K 0.01%
200
343
$17.7K 0.01%
300
344
$17.6K 0.01%
134
345
$17K 0.01%
95
346
$17K 0.01%
616
+2
347
$16.9K 0.01%
771
-61
348
$16.9K 0.01%
20
349
$16.8K 0.01%
301
350
$16.8K 0.01%
414
12 13
14
15 16